A Q&A with retirement planning and wealth management experts
Get to know this Best for Colorado company
Capstone Investment Financial Group is a Best for Colorado company and investment firm focused on long-term, quality portfolios. Their services include retirement planning and wealth management.
Their goal is to help clients pursue their financial futures. Capstone Investment knows that everyone has different needs and priorities when it comes to financial planning. They strive to provide options for everyone, including those who seek to make a difference with their investments.
We spoke with Financial Advisor Lindsey Simek about Capstone Investment’s commitment to ethical investing and doing business better.
Best for Colorado: How long has your company been Best for Colorado?
Lindsey Simek: We were accepted as a Best for Colorado company just recently in 2021.
B4CO: Tell us more about your company in general. What do you do? What is your mission? What makes you different?
LS: We are an investment firm. We focus on quality, long-term types of investments and portfolios. As financial advisors, we are fiduciaries, meaning we put our clients needs above ours at all times. We are fee only and do not sell any type of financial products. We help clients plan for their future, retirement and long-term financial goals.
At Capstone Investment Financial Group we provide portfolios that give our clients diversity and exposure to the market at their comfort level. We also offer portfolios that are environment, social and governance (EGS) based, allowing for impactful investing for those clients that want to make a difference. Here at Capstone we make it a priority to enable our clients, employees, partners and owners to pursue their financial future in order to achieve their dreams and follow their passions.
B4CO: How did your company first hear about Best for Colorado, and why did you decide to join?
LS: We were familiar with The Alliance Center and not only liked but respected what it had to offer. We feel that sustainability can be achieved in all sectors, so we wanted reach out to see what we, as an investment firm, could do. Once we reached out, we found Best for Colorado and the amazing opportunity to become a participating business. We feel this will allow us to demonstrate what we have to offer when it comes to sustainability and impactful investing.
B4CO: What is a challenging aspect of your work?
LS: The most challenging aspect of the investment business is people’s reluctance to work on their financial goals. All too often individuals put off planning and saving and then have unrealistic expectations.
B4CO: What is an achievement your company is proud of?
LS: Our firm ranked in the top 100 financial firms in Colorado. Factors such as ESG implementation, high retention and always putting clients first all have contributed to our company’s success.
B4CO: Why would you recommend joining Best for Colorado to other companies?
LS: I think being a Best for Colorado company has so many obvious benefits. By joining the group we have access to other companies and individuals that have the same concerns and want to achieve the same goals. We are able to see, meet and interact with others that are looking to better our cities, state and planet as whole and do it in so many different ways.
By joining Best for Colorado we are able to work within a community that is all about making an impact, and we are able to experience the multiple ways—ways we never would have even considered—that this can be accomplished.
B4CO: Is there anything else you’d like to share?
LS: At Capstone we are very proud of the ESG platform that we have built. We have provided our clients with quality portfolios that focus on impactful investing. While this isn’t a concern for all of our clients, for many of them it is a top priority. As a company, are able to provide them peace of mind while building on their financial future.
Best for Colorado is a program of The Alliance Center. It allows Colorado companies to measure and improve their social and environmental impact, regardless of where they are on their corporate social responsibility journey. Best for Colorado offers programming and tools for all Colorado companies, including B Corps, to improve their practices and connect participating companies with local resources, education and support.